Gautam Shah says though Market is firm, correction of 3-4% may happen due to Budget & earnings. Avoid high beta, Mid & Small-Cap stocks. Financial stocks will continue to do well. HDFC Bank has a target of 2000+. Pharma is looking fabulous & has 15% upside
Posts in category RJ Fan Club
Jyothy Labs is a high conviction BUY idea for Target Price of ₹575 (20% upside) (08-07-2024)
A sharp surge in ROIC: Jyothy Labs’ ROIC has sharply surged, moving up from c17% in FY23 to c28% FY24, owing to a sharp spike in EBIT margin (up from 10.7% in FY23 to 15.6% in FY24) and doubling up of cash and cash equivalents (moved up from INR 2.8 bn in FY23 to INR 6.2 bn in FY24). Notably, the ROIC ratio has been static for last many years in the mid-teen range…
Jyothy Labs is a high conviction BUY idea for Target Price of ₹575 (20% upside)
TII is added to Marcellus’ CCP (07-07-2024)
TII has competitive advantages in its various businesses & delivered 19% CAGR in EBIT & 25% CAGR in PAT over FY19-24. ROCE/ROIC is 21%/25%. It holds 58% of CG Power. Over past 5 years, CG power’s Op profits have quadrupled. TII is added to Marcellus’ CCP https://rakesh-jhunjhunwala.in/tube-investment-of-india-is-an-enterprising-compounder-recently-added-to-marcellus-ccp-saurabh-mukherjea/…
VA Tech Wabag Operational & financial performance to improve significantly (06-07-2024)
VA Tech Wabag is charting a new growth path. It has an asset light model & reported ROCE of 19% in FY24 & Free cash flow of ₹168 Cr. Operational & financial performance to improve significantly in coming period which can lead to rerating. TP ₹1550 (21%) https://rakesh-jhunjhunwala.in/va-tech-wabag-is-charting-a-new-growth-path-buy-for-target-price-of-%e2%82%b91550-21-upside-icici-direct/…
VA Tech Wabag Operational & financial performance to improve significantly
Buy DOMS for 22% upside potential (06-07-2024)
DOMS is a Pioneer In the Stationery & Art Market. Market is growing at 13% CAGR over FY23-28 with market value of ₹71,600 Cr by FY28. Co is attractive midcap due to improved visibility in earnings growth & strong return profile. TP is ₹2,670 (22% upside) https://rakesh-jhunjhunwala.in/doms-is-a-pioneer-in-stationery-and-art-market-buy-for-price-target-of-rs-2670-22-upside-axis-securities/…
Dolly Khanna has invested in 1.1% of Nile Ltd (06-07-2024)
Dolly Khanna has invested in 1.1% of Nile Ltd, a mfgr of lead used in batteries etc by Amara, Exide, HBL, Kedar Metals. Investment is worth ₹6 Cr. Promoters hold 50%. FF M-Cap is ₹274 Cr. ROCE is 15%, Sales growth is 15%, P/E is 18. Co may be a cheaper proxy for Amara & Exide
![[IMG]](https://pbs.twimg.com/media/GRxVpvLacAIGVYz?format=png&name=small)
![[IMG]](https://pbs.twimg.com/media/GRxVpvMacAMWIpa?format=jpg&name=small)
Copper prices to quadruple on surging green demand: Pierre Andurand (24-05-2024)
legendary oil trader Pierre Andurand has said that Copper prices will quadruple on surging green demand
In an article in Market Watch, Pierre Andurand, chief investment officer at Andurand Capital said “We are moving towards a doubling of demand growth for copper due to the electrification of the world,…
Copper prices to quadruple on surging green demand: Pierre Andurand
SME IPO of ABS Marine Services (11-05-2024)
HDFC Bank & top funds are anchor investors in SME IPO of ABS Marine Services at Rs 147 per share which implies it is a hot issue. GMP is ₹60. Another marine co named Knowledge Marine is its peer which is up 3300%. Ashish Kacholia & Vanaja Sundar Iyer are invested in that stock
![[IMG]](https://pbs.twimg.com/media/GNRwhybWQAAah8G?format=png&name=small)
![[IMG]](https://pbs.twimg.com/media/GNRwhydWwAALPZv?format=png&name=360x360)
Ashish Kacholia & Mukul Agrawal Dhabriya Plywood wins large order (11-05-2024)
Dhabriya Plywood's M-cap is ₹280 Cr. FF M-cap is ₹88 Cr. Promoters hold 68%. Ashish Kacholia holds 6.43%. Mukul Agrawal holds 2.78%. Co is a proxy for realty sector (interior decor). Order Book is ₹100+ Cr. Co has recd large order from DLF & Adani for modular kitchen, Wardrobe
![[IMG]](https://pbs.twimg.com/media/GNRpoZFWgAAwTv1?format=png&name=small)
![[IMG]](https://pbs.twimg.com/media/GNRpoZHW4AA5cEz?format=jpg&name=large)
Ashish Kacholia & Mukul Agrawal Dhabriya Plywood wins large order
Shriram Piston is Sunil Singhania’s high-conviction bet (07-05-2024)
Shriram Piston is Sunil Singhania's high-conviction bet. His Fund holds 2.31% worth ₹200 Cr (8% of AUM). Co has latest technology from global cos & is supplier to ICE & EV OEMs like Tata, Maruti, M&M, Honda. Co is net debt-free, ROCE is 23.8%. Op Revenue has grown 26% from FY 22